ie I need to add a note about a product that isn’t part of the t&C’s and doesn’t have a cost. Quickbooks allows you to add a line of text as well as product lines to a quote.
I can’t see that I can quite do this out of the box … am I right ? How have others tackled this situation? Iknow I could add a custom field but I’m a bit reluctant unless absolutely necessary.
I’m using V9, but will be moving to V10 in the not too distant future
In the end I really needed a separate note not linked to the items themselves so went for a custom field and have this in our quote templates . Works great
We need free texts inbetween items, also a variable number, sometimes ten items per quotations and four or six texts inbetween them, in different positions.